· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PORTLAND KETTLE WORKS, LLC — PKW PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730151317NAL0010740802001
PORTLAND KETTLE WORKS, LLC
Form 5500-SF
FILING_RECEIVED
PKW PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$255K
Net assets (EOY)
$255K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PORTLAND KETTLE WORKS, LLC
.
Find decision makers
Plan sponsor
Name
PORTLAND KETTLE WORKS, LLC
EIN
45-3515974
Address
2401 NW 22ND AVENUE · PORTLAND, OR · 97210
Phone
(503) 320-0050
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
MICROTECH MACHINE, INC.
MICROTECH MACHINE COMPANY, INC. EMPLOYEES RETIREMENT PLAN
$259K · 10 participants
CHARLES SMITH STEEL, LLC
SMITH STEEL INCORPORATED 401(K) PLAN
$259K · 11 participants
TAG SHELBY OPERATING LLC
TAG SHELBY OPERATING LLC 401K PLAN
$259K · 216 participants
FERRET, INC.
FERRET, INC. 401(K) PROFIT SHARING PLAN
$260K · 20 participants
MARRICK LLC
MARRICK LLC 401K PROFIT SHARING PLAN AND TRUST
$249K · 17 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LABAS PRECISION INC
LABAS PRECISION INC 401(K) PLAN
$248K · 2 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B